Qun Li, CPA, MS

As a tax manager at Empirical, Qun focuses on assisting high net worth individuals, families, and their businesses with tax compliance, planning, and strategy. She truly enjoys cultivating [...]

Kerstin Zarate, CPA

As a tax manager at Empirical, Kerstin applies her tax and auditing expertise to assist clients with their tax planning and compliance needs. She focuses on building client relationships and [...]

Jacob Gamble, MS

Jacob has more than 20 years of combined global experience in management consulting, investment banking, investment management, growth initiatives, and corporate communications. Prior to [...]

Dona M. Shimer CPA, MAcct

As a Tax Manager, Dona works with high net worth clients as well as their businesses and families. As part of a team, she helps clients achieve their tax and financial goals, both long and [...]

Eric Arndt, FPQP®

As an Associate Financial Advisor, Eric collaborates with the team and clients to build financial plans and provide investment solutions based on clients’ specific goals and needs. He [...]

Wenwen Dong, CFP®, MA

Wenwen started her financial planning career about seven years ago after her retirement as a professional dancer. She finds helping people with holistic financial planning to be especially [...]

George Mawanda-Kalema

George graduated from Brown University in 2021 with a Bachelor of Arts in Economics. As an Investment Operations Associate, he supports the Portfolio Management and Investment team in their [...]

Alex Bartos, CFA®, CFP®

As a Financial Advisor, Alex applies his skill set to help individuals and their families execute on customized financial plans to meet their goals and objectives. He has been in the investment [...]

Allie Scott

As an Associate Financial Advisor, Allie collaborates with the team and our clients to build financial plans and provide investment solutions based on clients’ specific goals and needs. [...]

Paige Carmona

As an Associate Financial Advisor with Empirical Wealth Management, Paige works closely with Financial Advisors to assist clients in achieving their short and long-term financial goals. She [...]

Zach Bergthold, CPA

As a tax manager at Empirical, Zach focuses on assisting clients with tax compliance, planning, and strategy and truly enjoys cultivating relationships and trust with clients. Zach brings [...]

Robert Higueria, MBA

As an Operations Specialist, Bob has over 12 years of financial investment experience. He supports financial advisors with client onboarding and various internal functions. Bob strives to provide [...]